# Dan Ives谈SpaceX资本支出与AI愿景

- 来源：DogeDesigner (@cb_doge)
- 发布时间：2026-08-05 22:26
- AIHOT 分数：40
- AIHOT 链接：https://aihot.virxact.com/items/cmsg70oh4006xroydf8ds0o1k
- 原文链接：https://x.com/cb_doge/status/2085009469981725015

## AI 摘要

Dan Ives 谈 SpaceX：

“SpaceX 与投资者之间的资本支出拉锯战，是一次必要的建设，需要耐心。”

“现实是，彩虹尽头的金子在于数据与 AI。SpaceX 正在追逐这个机会，我认为这正是他们正在做的事。这与 xAI 相关，最终也可能与特斯拉相关。那是马斯克更宏大的愿景。”

## 正文

Dan Ives on SpaceX:

"The Capex tug of war between SpaceX and investors is a necessary buildout that will require patience."

"The reality is that the gold at the end of the rainbow is around data & AI. SpaceX is going after that opportunity, & I think that's what they're doing. It speaks to xAI and ultimately what probably could be Tesla as well. That's the broader vision of Musk."